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| Provider | Service type | Compensation |
|---|---|---|
ARONSON LLC4 years Filed as: ARONSON, LLC Service code 10 | Accounting | $14,037 |
ABACUS BENEFIT CONSULTANTS INC7+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $850 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 | Recordkeeping Fees | $850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,206 | $63,768-32.2% | $98,506-56.1% | $79,389-45.6% |
| Participation rate | 73.3% | 69.9%+3.5pp | 73.3%0pp | 70.7%+2.6pp |
| Annual return | 13.84% | 626.18%-612.3pp | 1494.92%-1481.1pp | 116.89%-103.1pp |
| Employer contribution / active EE | $1,965 | $2,558-23.2% | $2,961-33.6% | $2,428-19.0% |
| Participant deferral / active EE | $2,889 | $3,305-12.6% | $4,277-32.5% | $4,046-28.6% |
| Admin fee / account holder | $46 | $516-91.1% | $5,955-99.2% | $626-92.7% |